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KAISA GROUP News
CITIC SEC: The policy framework continues in 2025, with increased policy support helping the Real Estate sector stabilize and rebound.
In the medium to long term, China's real estate market has a broad base of genuine demand, and the supply-side reform has basically been completed, providing a promising development prospect for high-quality Real Estate Development companies.
Hong Kong Stock Report, December 12: KPMG expects Hong Kong listed companies to raise more than 100 billion dollars next year, and Kaisa discloses the progress of overseas debt restructuring
① The Legislative Council of the Hong Kong Special Administrative Region passed the “Stamp Duty Legislation (Miscellaneous Amendments) Bill 2024” ② KPMG expects to raise capital of HK$100 billion for listed companies in Hong Kong ③ KPMG discloses progress in overseas debt restructuring ④ Bitcoin market strengthens again and rises back to 0.1 million US dollars
Kaisa Group Announces Key Debt Restructuring Hearings
Express News | Kaisa Group - Kaisa Hong Kong Schem Scheduled on 19 Dec
Express News | Further Information in Relation to- Offshore Debt Restructuring
Hong Kong stocks move | Mainland real estate stocks opened higher across the board. The Political Bureau meeting emphasized to "stabilize the real estate market," and policies for both supply and demand in real estate are expected to increase.
Mainland real estate shares opened higher across the board. As of the time of writing, sunac (01918) rose 13.84% to HKD 3.29; ronshinechina (03301) rose 13.73% to HKD 0.58; radiance hldgs (09993) rose 12.65% to HKD 3.74.
Standard Chartered: It is expected that the Federal Reserve will cut interest rates by 125 basis points from the current period to the third quarter of next year. The housing market in Hong Kong is expected to stabilize in an L-shaped manner next year.
Although the usa's interest rate cut is slower than expected in both magnitude and speed, Hong Kong silver has reacted quite quickly to follow the usa's interest rate cut, hence it is expected that the real estate market will stabilize in an L-shaped manner next year.
Ke Erui Research Center: In November, the performance of the top 100 real estate companies decreased by 16.6% month-on-month, with high investment focus and concentration.
Looking ahead to the market, Ke Rui believes that December coincides with the performance sprint season for real estate companies, and it is possible that some real estate companies will carry out year-end promotions to boost their performance. Considering this impact, overall transaction volumes are expected to rise month-on-month, showing a slight uptick.
China Finger Research Institute: In the 49th week of 2024, the sales area of new houses in 30 cities was 3.13 million square meters, a decrease of 28.7% compared to the previous period, and an increase of 21% year-on-year.
In the 49th week of 2024 (12.01-12.07), the new housing transaction area in 30 cities was 3.13 million square meters, a decrease of 28.7% from the previous period and an increase of 21% year-on-year.
In many areas of fujian, mortgage rates have been adjusted to 3.1%. Experts say that ultra-low rates are unsustainable and banks are correcting their "involution-style" competition.
①In multiple cities in Fujian Province including Xiamen, Fuzhou, Putian, etc., the housing loan interest rate has been uniformly raised from 3.05% to 3.1%. ②The unclear lower limit of interest rates has caused internal price competition among banks, this adjustment is a correction to excessively low interest rates and does not mean policy tightening.
Will the first home loan interest rate in Qingdao be raised to 3.1%? Several local banks responded.
① Most bank branch staff have indicated that they have not yet received any notification about an increase; a few bank branch personnel, however, admitted that there is a possibility of an increase; ② The cost and revenue of mortgage lending need to be balanced, and some banks previously offered favorable interest rates that are generally at the extreme position of such a smooth line. Even if there are adjustments, mortgage rates remain at a relatively low level overall.
What "bottlenecks" are faced when repurchasing existing land? Real estate companies: price is one important factor.
The "stumbling block" issues that arise in revitalizing idle inventory land include the difficulty of reaching a consensus on the recycling price of the original plots between companies and the government. If the land is reclaimed at the current market price, the willingness of companies to participate is not high. There are many restrictions on the adjustment of land types, which involve the need to make additional land price payments; Analysts believe that the inventory idle land that can generate incremental value and achieve financial balance after being reclaimed, or the focus of current local government acquisitions.
The Shenzhen real estate market has added "four fires."
Stabilizing after a decline.
Will the sales of the top 100 real estate companies drop month-on-month in November? Will there be a strong finish in December?
① November is the second complete calendar month after the "926" easing policy. Overall, real estate companies' sales have declined compared to October; ② "It is expected that real estate companies will maintain strong promotional efforts in December to boost performance, and sales in top 100 companies and core cities are likely to continue improving on a month-on-month and year-on-year basis."
Hong Kong stocks have shown unusual movements, with mainland real estate generally rising. In November, the top 100 real estate companies' sales volume showed a clear rebound compared to the third quarter, with expectations for a major conference continui
Mainland real estate stocks generally rose, as of the time of publication, Shimao Group (00813) rose by 6.31%, to HK$1.18; RonshineChina (03301) rose by 5.68%, to HK$0.465; Sunac (01918) rose by 4.03%, to HK$2.58.
Kaisa Group Plans Major Restructuring With Bond Issuance
Kaisa Group Schedules EGM for Key Financial Resolutions
Express News | Kaisa Group - Will Issue US$ Denominated Mandatory Convertible Bonds Which Shall Be Allocated to Each Scheme Creditor
Express News | Kaisa Group - Company and Members of Ahg Entered Into Ahg Work Fee Letter
Express News | Kaisa Group - Restructuring Involves, in Exchange for Full Release and Discharge of Relevant Claims Against Obligors
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